Signing In

Before your first sign-in. Your CRM account is created for you by a CBM administrator — you don't set one up yourself. When your account is ready, the system sends you an email with a temporary password, which you'll be prompted to change the first time you log in. If you expected this email and it hasn't arrived, check your spam folder first, then contact {Contact Person} [contact method to be added].
Where to sign in. Open a web browser and go to https://crm-test.clevelandbusinessmentors.org/. Bookmark this page so it's easy to return to. The CRM works in any current web browser — Chrome, Edge, Firefox, or Safari — and runs best when your browser is kept up to date.
Signing in. On the sign-in screen, enter your username (Your CBM email address) and password, then select Log in. The screen you land on first depends on your role; that's expected, and the next section helps you get your bearings.
The sign-in screen: enter your Username and Password (the eye icon reveals what you type), then select Log in.
If you forget your password. Contact {Admin Contact} or an administrator, who can reset it for you — the sign-in screen itself doesn't offer a self-service reset.
Signing out, and a word on security. To sign out, open your account menu in the top-right corner (it shows your name) and choose to log out. Because the CRM holds real information about real people, always log out when you're on a shared or public computer, and never share your login with anyone — if a colleague needs access, an administrator can create an account for them.